Zola Suite Software

4.66 / 5 (100) FrontRunners

Our advisors have recommended this product 19 times in the last 30 days

About Zola Suite

Zola Suite is a cloud-based legal practice management solution for law firms of all sizes. Key features include task management, built-in email, document management, client portals, calendar, contact management, automation, reporting and analytics.

The Zola Suite dashboard enables users to manage and track legal cases from a single place and provide all the elements including activity log, upcoming events, emails and calendar.

Zola Suite integrates with users’ existing email accounts and automatically detects inbound emails from case-related contacts. Users can convert emails into tasks for their to-do list. Zola's document management capabilities allow users to manage and store documents, control versions, comment on and tag documents, as well ...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

100 Reviews of Zola Suite

Average User Ratings

Overall

4.66 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(76)

76

4 stars

(18)

18

3 stars

(3)

3

2 stars

(2)

2

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 100 results

September 2019

Kit from Justice Legal Team, PLLLP

Verified Reviewer

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2019

Best overall in case management software, but has minor UI annoyances

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap.

Pros

Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation keeps the entire process streamlined and accessible without having to utilize a dozen different programs and hoping nothing falls through the cracks.

Cons

Has minor UI issues that can be annoying, particularly the inability to active a full subscription without going through a multi-step process involving both the sales department and support team at Zola. This should be a "click here, pick your plan, enter your payment method" process with no need to have it "activated" by the company before being able to use it. That being said, there are some additional features that I would love to see Zola add/integrate/improve ASAP (which I am sending to Zola as suggestions for future improvements). If these features were incorporated, ZolaSuite would certainly be a category killer and rapidly take over the entire market, but they are not "dealbreaker" items as far as I'm concerned for overall ratings.

Reasons for Choosing Zola Suite

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs wtih Gsuite email makes keeping case-related correspondence a snap.

December 2019

Vince from Law Offices of Vince G. Portlock

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Former (long time) Clio User Converting to Zola Suite

I have been a Clio user for approximately 8 years. I have gone to all but two of the cloud conferences. I think it is a good product. However, Zola Suite does three things better (for me- a sole practitioner) and that is: 1. Better email management; 2. Better dashboard for seeing my practice at a glance, and 3- Managing and utilizing Intake forms and Custom matter fields for quick input and access to matter details and using those details to create merge documents. Clio is good, but for me, Zola Suite is better.

Pros

First and foremost is the email system. All emails (both incoming and sent) are easily attached to the file with a click of the mouse. it is also very easy to attach a file document (a Z-doc) to an outgoing email or to download an email attachment directly to the file. Using the Intake forms (both shared and internal) are handy ways to have the quick information (critical dates, expenses, etc) at your fingertips. Finally, the dashboard is what I need to run my practice. It has the incoming emails, the tasks and the calendar. Clio's dashboard is 70% billing statistics. I concede that is useful information, but my home screen should be my day at hand and that is what I get with Zola Suite. Using the Matter-Specific Custom fields allow me to quickly (almost effortlessly) insert key data into a matter. Those fields are then easily incorporated into merge forms. The process in Clio (where you have to open to the fields and then search for them is time-consuming. (I use a lot of fields and create a lot of merge forms so having the ability to insert the field data quickly and easily is a big plus).

Cons

The inability to connect with services like Zapier. I have a love-hate relationship with Clio and Zapier. I enjoyed linking Google forms and Smartsheet and Clio. I miss having that ability. I am also having challenges utilizing virtual assistants with the system. However, I am getting used to, and preferring using just one system.

Reasons for Choosing Zola Suite

Email management. Document management. Intake forms and Matter fields.

October 2020

Eva from AXS Law Group

Company Size: 11-50 employees

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Zola Suite is a game changer

From the beginning and throughout the migration process, Zola Suite support has been fantastic. They are patient and go out of their way to be sure the customer has the information they need to get the job done.

Pros

I'd say I like all the features Zola has to offer. There are so many features available to help you run your business efficiently.

Cons

There isn't anything I do not like about Zola Suite.

Reasons for Choosing Zola Suite

Due to all the features they have in the software and their customer support.

February 2018

Catherine from Blackburn Law Firm, PLLC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

2.0

Functionality

1.0

February 2018

I am sorry to say that this company cannot deliver the product it promised.

I am afraid that I wasted money on this software. It promised a number of very useful features and was easy to use. However, after 6 months, the ability to manage emails was ruined by a bug that prevented me from deleting emails from my Inbox. This makes the software unusable - I cannot have emails piling up in my Inbox. Since the company is unable to correct the problem, I must move on to the different product.

Pros

The interface is attractive and intuitive. The features would be excellent if they worked. The invoicing system is easy to use, and the program promises a number of useful attributes.

Cons

Unfortunately, this product does not work and the company cannot fix it. While using the software for 6 months, we encountered several glitches. Until recently, we could live with those glitches. However, the software now refuses to delete emails from my Inbox and the company cannot correct this problem. The problem is severe - I cannot have emails piling up in my Inbox forever - and forces me to get rid of the program even though I prepaid for three annual licenses. In addition, the calendar sync with Outlook does not work at all (even though the company claims it syncs with Outlook) and it does not sync contacts with Outlook. The company has been unable to deliver the upgrades and improvements that it promised.

Response from Zola Suite

Replied February 2018

We're very sorry for the frustrations you've encountered. I'm personally going to see to it that we pull out all stops to address the issues you're encountering. Fred Cohen, CEO

September 2019

Jack from Law Office of Jack Shelton

Company Size: 1 employee

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

Great Product

Pros

Zola Suite has been super easy to use. Although they provided an onboarding specialist to walk me through the product, I didn't need the help. The product is very intuitive.

Cons

There isn't anything that I don't like about the platform. But if I have to include something, I wish the Zola email offering would allow opened emails to pop out in a separate window or tab, making it easier to copy/paste content from other emails or search other emails for content while the one email is open. Not at all a big deal though, and it's easy to work around.

Reasons for Choosing Zola Suite

It was easy to use, the client portal worked very easily, and it has a great CRM.

Response from Zola Suite

Replied September 2019

Hi Jack! Thank you so much for your review. In regards to email, you can open it in a new window or tab by clicking on the icon that has an arrow pointing towards the top-right direction. You can also double-click inbound emails to open in a new window.